Richwood Investment Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
9,227
-20
| -0.2% | -$2.72K | 1.03% | 20 |
|
|
2025
Q1 | $1.25M | Sell |
9,247
-240
| -3% | -$32.6K | 1.07% | 22 |
|
|
2024
Q4 | $1.25M | Sell |
9,487
-20
| -0.2% | -$2.64K | 1.04% | 19 |
|
|
2024
Q3 | $1.35M | Sell |
9,507
-47
| -0.5% | -$6.68K | 1.12% | 19 |
|
|
2024
Q2 | $1.22M | Sell |
9,554
-104
| -1% | -$13.2K | 1.06% | 24 |
|
|
2024
Q1 | $1.27M | Sell |
9,658
-250
| -3% | -$32.8K | 1.13% | 20 |
|
|
2023
Q4 | $1.24M | Sell |
9,908
-13
| -0.1% | -$1.63K | 1.16% | 17 |
|
|
2023
Q3 | $1.14M | Sell |
9,921
-60
| -0.6% | -$6.9K | 1.16% | 19 |
|
|
2023
Q2 | $1.22M | Buy |
9,981
+190
| +2% | +$23.3K | 1.19% | 19 |
|
|
2023
Q1 | $1.21M | Buy |
9,791
+44
| +0.5% | +$5.44K | 1.21% | 19 |
|
|
2022
Q4 | $1.22M | Sell |
9,747
-120
| -1% | -$15K | 1.23% | 20 |
|
|
2022
Q3 | $1.1M | Sell |
9,867
-110
| -1% | -$12.3K | 1.21% | 17 |
|
|
2022
Q2 | $1.18M | Sell |
9,977
-300
| -3% | -$35.6K | 1.19% | 16 |
|
|
2022
Q1 | $1.32M | Sell |
10,277
-210
| -2% | -$26.9K | 1.18% | 14 |
|
|
2021
Q4 | $1.35M | Buy |
+10,487
| New | +$1.35M | 1.18% | 14 |
|